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Disclosery

BLW BLACKROCK LTD DURATION INCOM

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COM SHS (fund), issuer CIK 1233681

85 managers (85 13F filers) reported a position in BLW shares at 2025-09-30, 11,911,376 shares in all. 16 filers opened a position and 7 filers sold out during the quarter.

Managers
85
13F filers
85
New
16
Added
30
Reduced
23
Sold out
7
Shares held by filers
11,911,376

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY4,537,373$63.5M<0.01%-27,71413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,004,251$14.1M<0.01%-88613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC797,144$11.2M0.08%-28,15113F-HRTimelineGroup
UBS Group AGin group UBS Group AG649,166$9.09M<0.01%+52,82113F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.371,801$5.21M0.01%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.337,441$4.72M<0.01%+9,21713F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC333,188$4.66M0.93%+23,73013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/301,090$4.22M<0.01%+21,74713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC249,843$3.5M<0.01%+7,13813F-HRTimelineGroup
Venture Visionary Partners LLC242,262$3.39M0.12%-297,60213F-HRTimeline
GraniteShares Advisors LLC217,573$3.05M1.76%+19,15913F-HRTimeline
LPL Financial LLC165,378$2.32M<0.01%-1,52913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC162,721$2.28M0.04%-9,42613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA159,448$2.23M<0.01%+58613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC152,970$2.14M<0.01%+7,56013F-HRTimelineGroup
Capital Investment Advisors, LLC148,010$2.07M0.03%-6,05913F-HRTimeline
NewEdge Wealth, LLC141,598$1.97M0.03%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.138,388$1.94M<0.01%+7,60913F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.134,186$1.88M0.02%-11,02413F-HRTimelineGroup
Ethos Financial Group, LLC132,650$1.86M0.15%-4,54713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.126,888$1.8M<0.01%+12,76313F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp118,973$1.67M0.01%+6,54113F-HRTimelineGroup
LANARK FINANCIAL, INC.74,891$1.05M0.08%+6,13213F-HRTimeline
OBSIDIAN CIO, LLC71,928$1.01M0.13%+2,39213F-HRTimeline
Cetera Investment Advisers68,066$953K<0.01%+32313F-HRTimeline
Peregrine Asset Advisers, Inc.58,933$825K0.25%-5013F-HRTimeline
Verity Asset Management, Inc.55,681$780K0.25%+1,24313F-HRTimeline
WEALTH ALLIANCE, LLC55,482$777K0.08%-21913F-HRTimeline
Smith Asset Management Co., LLC53,491$749K0.64%+1,02813F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…50,906$713K0.2%+2,45413F-HRTimelineGroup
NewEdge Advisors, LLC46,905$657K<0.01%+1,14513F-HRTimeline
COMERICA BANK46,206$647K<0.01%-5,70313F-HRTimeline
Janney Montgomery Scott LLC38,676$541K<0.01%+12,47713F-HRTimeline
Cambridge Investment Research Advisors,…37,503$525K<0.01%-6,83513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC28,108$394K<0.01%+14,43113F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA27,500$385K0.25%-13,00013F-HRTimeline
SHUFRO ROSE & CO LLC25,900$366K0.03%013F-HRTimeline
Pointe Capital Management LLC25,765$361K0.18%-80013F-HRTimeline
Beacon Pointe Advisors, LLC25,472$357K<0.01%+4,27713F-HRTimeline
Jackson Hole Capital Partners, LLC25,267$354K0.06%+9,64313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,790$319K<0.01%-4,52713F-HRTimelineGroup
Consolidated Portfolio Review Corp21,764$305K0.04%+17413F-HRTimeline
Waterfront Wealth Inc.21,522$297K0.06%-5,26413F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …20,578$292K0.03%-17,05213F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC17,208$241K0.09%-78,03013F-HRTimeline
MML INVESTORS SERVICES, LLC15,962$223K<0.01%+11013F-HRTimeline
MAI Capital Management15,582$218K<0.01%+10713F-HRTimeline
Annex Advisory Services, LLC15,407$216K<0.01%013F-HRTimeline
Prospera Financial Services Inc15,171$213K<0.01%+40713F-HRTimeline
Fortitude Advisory Group L.L.C.14,853$208K0.11%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,520$203K<0.01%+34513F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC14,386$201K0.01%new13F-HRTimeline
IHT Wealth Management, LLC13,824$194K<0.01%new13F-HRTimeline
ProVise Management Group, LLC13,818$193K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,532$189K<0.01%-25,40313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,862$180K<0.01%-5,08013F-HRTimelineGroup
Samalin Investment Counsel, LLC12,163$170K0.06%new13F-HRTimeline
Moloney Securities Asset Management, LLC11,000$154K0.02%new13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP10,715$150K0.01%new13F-HRTimeline
Papamarkou Wellner Asset Management inc.10,000$140K0.09%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,366$117K<0.01%new13F-HRTimelineGroup
Gridiron Partners, LLC128,005$83.7K0.05%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,500$49K<0.01%013F-HRTimeline
IFP Advisors, Inc2,490$34.9K<0.01%+5113F-HR/ATimeline
NFSG Corp2,479$34.7K0.01%-50013F-HRTimeline
CoreCap Advisors, LLC2,376$33.3K<0.01%+2513F-HRTimeline
Wealthspire Advisors, LLC2,253$31.5K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,900$26.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,626$22.8K<0.01%new13F-HRTimeline
Bogart Wealth, LLC1,618$22.7K<0.01%013F-HRTimeline
Crews Bank & Trust1,350$18.9K<0.01%013F-HRTimeline
Allworth Financial LP1,320$18.5K<0.01%+1413F-HRTimeline
Blue Trust, Inc.1,309$18.3K<0.01%013F-HRTimeline
Missouri Trust & Investment Co1,244$17.4K0.01%013F-HRTimeline
Parallel Advisors, LLC1,000$14K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS895$12.5K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC848$11.9K<0.01%new13F-HRTimeline
North Star Investment Management Corp.500$7K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC500$7K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.371$5.19K<0.01%-62013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC300$4.2K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.190$2.66K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC171$2.39K<0.01%013F-HRTimeline
Advisory Services Network, LLC59$830<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC27$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.